Offers online services
About
I am been in business 10 years. Services clients all across the United States. Helping clients get the best refund as possible. Handling some business clients payroll and other accounting duties. My duty is to ensure the financial stability of all my clients.
I enjoy helping people to figure out their tax issues. I have a gift for numbers and can handle any tax situation. I handle all business and personal taxes.
Highlights
Hired 1 time
4 employees
14 years in business
Serves Garland , TX
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
Reviews
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DA
Donald A.
She knew what she was doing...
March 23, 2020
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
The customer let me know what he/she needs for their tax prepareration, I give quote, customer accepts, then appointment is set up.It takes 30m min for tax preparation.
What education and/or training do you have that relates to your work?
I have been in businessmt for 10 years.There is nothing about individual or business taxes that we can not handle.
Services offered
Career Coaching
Notary
Legal Document Preparation
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning